Market Investment Group, LLC

RIASEC Registered
Total AUM
$416M
Discretionary
$416M
100% of AUM
Avg account
$108K
Accounts
3,850
Employees
33
Advisory reps
4

Firm details

Headquarters
Wichita, Kansas
CRD number
334248
Registered since
March 7, 2025
Custodians
CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals77.72%
  • HNWI22.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Market Investment Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and serves mainly individual and family clients. Its fee schedules include AUM-based fees as well as hourly and fixed-fee arrangements. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of other advisers. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Cash & Cash Equivalents 9%, Exchange Traded Equities 7%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%81%
  • Public Funds/Mutual Funds81%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities7%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1

  • Billy Ramsey

    Chief Operating OfficerCRD 8030219

Contacts

3 of 3
  • Larry Kloefkorn

    Larry Kloefkorn

    Investment Advisor RepresentativeCRD 6368472

  • Jonathon McCoy

    Jonathon McCoy

    Investment Advisor RepresentativeCRD 6642663

  • Danny Goolsby

    Danny Goolsby

    Investment Adviser RepresentativeCRD 6621467

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wichita, KS

Sedgwick

Location

Wichita, KS

Headquartered in Wichita, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.

Metro area
Wichita-Winfield, KS
Region
Midwest
County
Sedgwick
Address
110 E Waterman St
Time zone
CT (UTC-6)
Office locations

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